How big is Lindsey & LACY, PC's plan?

Lindsey & LACY, PC's plan reported $968K in assets and 11 participants for 2025.

Original filing (PDF)20260428074302NAL0009590753001

Lindsey & LACY, PC

Name: Lindsey & LACY, PC — Lindsey & LACY, PC 401(k), Form 5500 (2025)
Creator: Lindsey & LACY, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lindsey & LACY, PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Lindsey & LACY, PC's Lindsey & LACY, PC 401(k) Profit Sharing Plan and Trust held $968K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

People on this filing

Rick Lindsey signed Lindsey & LACY, PC's 2025 Form 5500 as plan administrator.

Rick Lindsey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lindsey & LACY, PC's EIN is 27-0920746.

EIN 27-0920746

Plan number 001

Plan year 2025

ACK ID 20260428074302NAL0009590753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lindsey & LACY, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lindsey & LACY, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINDSEY & LACY, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score